We are live on ! Find out more
DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
SA
426
Seneschal Advisors
Washington
$65.2K +$64K +2,048 New
TLA
427
Tanglewood Legacy Advisors
Texas
$64.8K – – –
CA
428
CoreCap Advisors
Michigan
$61.9K – – –
MEG
429
Millstone Evans Group
Colorado
$57.6K -$35.8K -1,147 -39%
MFC
430
Morris Financial Concepts
South Carolina
$56.8K +$1.56K +50 +3%
OC
431
Oakworth Capital
Alabama
$56K +$55K +1,759 New
DF
432
DecisionPoint Financial
Arizona
$51.8K +$25.8K +827 +105%
RPA
433
Redwood Park Advisors
California
$45K -$5.97K -191 -12%
SPIA
434
Steward Partners Investment Advisory
New York
$41K -$51.9K -1,661 -56%
Comerica Bank
435
Comerica Bank
Texas
$38.7K -$906 -29 -2%
BGWM
436
Bridge Generations Wealth Management
Florida
$35.3K – – –
US Bancorp
437
US Bancorp
Minnesota
$32.5K – – –
LFG
438
Larson Financial Group
Missouri
$29.4K +$125 +4 +0.4%
SIC
439
SJS Investment Consulting
Ohio
$28.7K – – –
PCA
440
Providence Capital Advisors
North Carolina
$28.5K – – –
Wells Fargo
441
Wells Fargo
California
$27.3K -$129K -4,115 -83%
PA
442
Parallel Advisors
California
$21.7K – – –
CMP
443
Coston McIsaac & Partners
Maine
$20K +$94 +3 +0.5%
GRP
444
Global Retirement Partners
California
$18.7K -$6.59K -211 -26%
VWM
445
Vermillion Wealth Management
Minnesota
$17K +$94 +3 +0.6%
ACA
446
Aptus Capital Advisors
Alabama
$13.9K -$9.62K -308 -41%
SS
447
Sunbelt Securities
Texas
$13.2K +$13K +415 New
CWP
448
Concord Wealth Partners
Virginia
$12.7K +$62 +2 +0.5%
TCM
449
TruNorth Capital Management
Michigan
$11.8K – – –
GWSG
450
GPS Wealth Strategies Group
Colorado
$10.3K – – –